Dark
Light
System
Security
CUBESMART
CUBESMART. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 243 Institutional holders with a total value of $4,761,521,896.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 QUADRANT CAPITAL GROUP LLC 33 0 0.00%
2 CUTLER GROUP LLC / CA 300 0 0.00% Call
3 BRONFMAN E.L. ROTHSCHILD, L.P. 5 0 0.00%
4 CUTLER GROUP LLC / CA 1,500 0 0.00% Put
5 IFP ADVISORS, INC 33 1,000 0.00%
6 Tarbox Family Office, Inc. 91 2,000 0.00%
7 Creative Planning 100 3,000 0.00%
8 Winfield Associates, Inc. 110 3,000 0.00%
9 THOMPSON DAVIS & CO., INC. 109 3,000 0.00%
10 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 145 4,000 0.00%
11 PROFICIO CAPITAL PARTNERS LLC 143 4,000 0.00%
12 Tower Research Capital LLC (TRC) 154 4,000 0.00%
13 BROWN BROTHERS HARRIMAN & CO 183 5,000 0.00%
14 GENEOS WEALTH MANAGEMENT INC. 205 5,000 0.00%
15 PARALLEL ADVISORS, LLC 189 5,000 0.00%
16 Financial Architects, Inc 300 8,000 0.00%
17 North Star Investment Management Corp. 300 8,000 0.00%
18 Cable Hill Partners, LLC 319 8,000 0.00%
19 GLEN EAGLE ADVISORS, LLC 350 9,086 0.00%
20 NEXT Financial Group, Inc 501 13,000 0.00%
21 ACROSPIRE INVESTMENT MANAGEMENT LLC 500 13,000 0.00%
22 Advisory Services Network, LLC 500 13,000 0.00%
23 INVICTUS RG 588 15,000 0.00%
24 LAZARD ASSET MANAGEMENT LLC 675 17,000 0.00%
25 PEAK6 Group LLC 1,200 31,000 0.00% Put
26 HUNTINGTON NATIONAL BANK 1,195 31,000 0.00%
27 ISRAEL DISCOUNT BANK OF NEW YORK 1,400 36,000 0.00%
28 SOLARIS ASSET MANAGEMENT LLC 1,950 51,000 0.00%
29 SUTTON WEALTH ADVISORS INC. 2,163 56,151 0.00%
30 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,228 58,000 0.00%
31 SEVENBRIDGE FINANCIAL GROUP, LLC 2,208 59,000 0.00%
32 Capital Analysts, LLC 2,582 67,052 0.00%
33 PANAGORA ASSET MANAGEMENT INC 2,900 75,000 0.00%
34 Psagot Value Holdings Ltd. 3,000 78,000 0.00%
35 HARVEST FUND MANAGEMENT CO., LTD 3,500 91,000 0.00%
36 ADVISOR GROUP, INC. 3,675 95,000 0.00%
37 AMERICAN INTERNATIONAL GROUP, INC. 4,258 111,000 0.00%
38 MANUFACTURERS LIFE INSURANCE COMPANY, THE 4,971 129,000 0.00%
39 PNC FINANCIAL SERVICES GROUP, INC. 5,400 140,000 0.00%
40 SALEM INVESTMENT COUNSELORS INC 5,700 149,000 0.00%
41 CUTLER GROUP LLC / CA 6,654 172,000 0.00%
42 COMMONWEALTH BANK OF AUSTRALIA 7,285 189,000 0.00%
43 PICTET BANK & TRUST Ltd 7,900 205,000 0.00%
44 PEAK6 Group LLC 8,102 210,000 0.00%
45 COMERICA BANK 8,200 214,000 0.00%
46 Neuberger Berman Group LLC 8,541 222,000 0.00%
47 Parkwood LLC 9,115 237,000 0.00%
48 AUSDAL FINANCIAL PARTNERS, INC. 9,250 240,000 0.01%
49 SENTINEL TRUST CO LBA 9,308 242,000 0.01%
50 Janney Montgomery Scott LLC 9,430 245,000 0.01%
Page 1 of 5

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.